How to Find Completed Intake Forms in Lawcus?Find completed intake forms in Lawcus easily.
What do I do if some characters are getting cut off from the SMS received by our clients?
Deleting a Lead: Impact on Linked Contact and MatterDeleting a Lead: No Impact on Linked Contact & Matter.
Associating Additional Related Contacts with Matters or Leads in LawcusEffortlessly associate additional contacts as related contacts in Lawcus for streamlined collaboration.
How to check the lead creation date?lead creation date
Can I remove the firm logo on an intake form before sending it?
What do I do if data input to the "relationship type" field in related contact isn't saving?
How to Add a Middle Name Field to Client Information and Related Contact Info Blocks in Intake Forms?Add middle name field to Lawcus intake forms. Customize client and contact info. Follow the steps to add.
Why are manual questionnaires sending out through a different email address?
Can I drop in a contact information question in intake form that will create a company contact once filled?
Can I get a lead's intake form information to their lead file before it is associated with a matter?Accessing lead form data based on intake form type explained.
Which email address is used to send out automated emails If I don't integrate any?
Can I edit or change the response type on intake form questions?
Can my clients include other additional information in intake forms asides from contact?
Can I change the status of an intake form from 'completed' to 'in progress'?
Can My Client Edit an Intake Form After Submission?Clients can't edit submitted forms, but can request changes
Can I pull the email of the lead from the Contact list?
Is related contact to lead supposed to show up in the Contacts list but not lead itself?
Isn't new leads supposed to show up on the Contacts list once added?
Can I have contact custom fields appear by default in the new lead intake form?
Can an email sent via Lawcus be retracted?Retract email
Can I send a mass email to all contacts?No mass email feature is available.
How to Attach Intake Form Info to an Existing Lead?Steps to attach intake form info to an existing lead in Lawcus. Send the form, collect the info, and access it easily.
What do I do when my intake form is not mapping or creating a new lead?
Is it possible to shorten the length of the intake form URL?Shorten the length of intake form link.
Can I assign a lead to an existing matter?
How to Generate a Lead Conversion Report in Lawcus?Learn how to track lead conversion in Lawcus! Generate a report to gain insights into lead generation. Filter by source, attorney, & more.
Can we remove "Estimated Matter Value" from the lead intake form?
Can I Merge a Lead and a Contact for Questionnaire Tracking?You can't merge leads and contacts, but convert lead records to contact records when they become clients.
Is there a way to export intake form data via CSV for use elsewhere?